FINANCIAL PLANNING

INDUSTRY NEWS

Colonial First State has signed an agreement with 452 Capital, the group set up by ex-Perpetual senior analyst Peter Morgan and Warwick Negus, to exclusively distribute t...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has added another financial planner to its banned list, expelling Western Australian based adviser Bruce Chand...

INDUSTRY NEWS

AMP has announced a further 1900 job cuts from its troubled UK Financial Services arm, mostly from the ranks of its financial planners, at the same time as details of chi...

INDUSTRY NEWS

Van Eyk Research and Syscorp have signed a memorandum of understanding to deliver an Individually Managed Account (IMA) to the financial planning market....

INDUSTRY NEWS

The Assirt group is continuing to push into the research of the burgeoning hedge fund sector, releasing its first ever rating of a single strategy hedge fund manager, K2 ...

INDUSTRY NEWS

Absolute Capital has launched three of its retail funds into the New Zealand market with plans to launch a wholesale product in February next year....

INDUSTRY NEWS

AXA Asia Pacific announced today that it had extended the contract of its chief executive, Les Owen, by two years....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has add further conditions to the dealer’s licences held by two financial planning groups....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has obtained a permanent ban against a former financial adviser, John Michael Higgins, from providing financia...

INDUSTRY NEWS

Perpetual Investments has promoted a number of its equities analysts to senior roles as part of an increase in their money management responsibilities. ....

INDUSTRY NEWS

Rob Prugue has resigned from his position as director and head of asset consulting with van Eyk Research to take on the role of senior executive with Lazard Asset Managem...

INDUSTRY NEWS

The Elm Financial Services dealer group has struck a deal with the Adviser Ratings group that could see all of its advisers issued with a ranking from the newly launched ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 5 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 3 days ago